How can bonds best serve investors in today’s market environment?
With the world changing faster than ever, Reine Bitar of Amundi is uncovering bond opportunities revealed by market volatility.
- By: NEI Investments
- June 16, 2025 June 16, 2025
- 08:00
Top Stories in In Depth
Are emerging advisors getting what they need to succeed?
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
- By: Sai Tamanna Sharma
- June 5, 2025 June 5, 2025
- 14:47
What’s driving brokerage advisor satisfaction
Investments in technology and business support are needed, but so too is strategic consistency
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 09:02
Culture tops pay, technology as most important to advisors
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
- By: Roland Inacay
- June 5, 2025 June 5, 2025
- 09:01
Advisors were ready for 2025 market volatility
The average brokerage advisor grew their book, added clients and earned more in 2024
- By: James Langton
- June 5, 2025 June 5, 2025
- 08:59
How we did it
Methodology for the 2025 Brokerage Report Card
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 08:58
Finding shortcuts without cutting client service
Advisors looking for time-saving tools shared what their firms are investing in
- By: Ciara Lalor-Lindo
- June 5, 2025 June 5, 2025
- 08:57
Wanted: greater wealth planning support
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
- By: Alisha Mughal
- June 5, 2025 June 5, 2025
- 08:56
Why advisors struggle with client account statements — and how firms are adapting
From working groups to consulting with regulators, brokerages want to help smooth client conversations
- By: Sangjun (John) Han
- June 5, 2025 June 5, 2025
- 08:55
Brokerage Report Card 2025 main chart
How investment advisors rated their firm's support offerings and tools across 14 dealers
- By: IE Staff
- June 5, 2025 June 5, 2025
- 08:54
Is this a moment of opportunity for Canada and Canadian investors?
John Bai, NEI Investments’ CIO, says we can thrive by being bold, even as tariffs reshape the global landscape.
- By: NEI Investments
- June 2, 2025 May 27, 2025
- 08:00
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Can Private Assets Offset Volatility in Turbulent Markets?
The recent downturn in equities has led many asset allocators to reassess their public market exposure and explore alternative strategies to mitigate portfolio volatility. Skyline…
- By: Skyline
- April 22, 2025 April 24, 2025
- 07:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15